+15,068.3%
PCAR vs APA
+815.8%
+14,252.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.3% | +0.9% |
| 7D | -0.5% | +0.5% | -1.1% | -0.7% |
| 30D | -6.2% | +23.4% | -29.6% | -10.8% |
| 3M | +5.9% | +12.7% | -6.8% | +2.3% |
| 6M | +0.4% | +39.4% | -39.0% | -8.7% |
| YTD | +14.8% | +79.0% | -64.1% | -1.7% |
| 1Y | +30.1% | +88.8% | -58.7% | +9.1% |
| 3Y | +66.7% | +6.4% | +60.3% | +54.0% |
| 5Y | +166.1% | +153.0% | +13.2% | +90.1% |
| 10Y | +353.7% | +7.5% | +346.1% | +207.1% |
| All | +15,068.3% | +815.8% | +14,252.5% | +7,383.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling